A Member-Firm of the UBS Professional Network
Exit Planning
Business Sale Preparation Services
Working with UBS Wealth Advisors to move their clients toward that all-important "Liquidity Event".
We Help Create, Protect and Optimize Enterprise Value.™
We Help You Win More Clients...
Business Development - Prospect/Client Education
As a complimentary, no-cost client development approach shown in this graphic, we suggest having a joint consultation meeting with the prospective client. From that meeting, we can then provide a 15-page Deal Readiness Business Valuation Methodology Report based upon the profit multiple ranges for their industry. More importantly, this report provides considerable educational information. The goal is to urge the prospective client to move forward with our Deal Readiness® Assessment, which will be the foundation for the value optimization methodology to follow.
The target market for our Business Sale Preparation services is "Silver Tsunami" retiring Baby Boomer Business-Owners with annual revenue in excess of $5 million. However, companies with annual revenue greater than $25 million will benefit even more from our services.
Exit Planning - Deal Readiness® Methodology
Throughout the entire Business Sale Preparation process, with the Clients/Prospects’ permission, the UBS Wealth Advisors will have an open invitation to participate in all meetings and discussions, as well as receive copies of all reports and communications. This approach is critical in that the UBS Wealth Advisors will be working with the Clients on a parallel path for Personal Wealth Management in anticipation of the forthcoming Liquidity Event.
Procedure - Working With UBS Wealth Advisors - DRAFT (27-pages)
Prospects/Clients Who Are Not "Ready"
Statistics show that over 70% of Business Owners' assets are typically locked up in their businesses and not available to them until their companies are sold. Unfortunately, even in robust economic times, the majority of businesses that go to market don't sell, leaving those Owners without solid options. In a slowing economy, it is all the more important that Owners/CEOs be “ready” with attractive businesses to greatly increase the odds that they will find buyers.
We help these Owners/CEOs harvest the wealth of many years of hard work, at which time their wealth advisors can invest the 
business sale proceeds into a diversified portfolio.
Working alongside Wealth Advisors, Investment Bankers and Business Brokers, we educate Owners about the upcoming business sale steps, which can be quite daunting for those who are not familiar with the M&A process.
Our nationwide team of professionals serves as independent experts in preparing businesses for sale. Business Owners/CEOs are able to complement their deep understanding of their businesses with independent, objective experts skilled in functional areas such as operations, finance, technology, human resources, operations, and marketing, to name a few.
Our Business Process Optimization Methodology gives an Owner/CEO an opportunity to strengthen the overall quality and competency of their company in advance of the sales process. It is a road mapping procedure that utilizes a proprietary assessment and management tool that helps a business maximize its value by:
- Assessing a business’s competency across twenty functional categories, including planning, leadership, sales, marketing, people, operations, finance and legal.
- Identifying and prioritizing a business’s specific risks that are depressing value and obstructing long-term sustainable growth.
- Providing management with visibility into outcomes and return on investment (ROI) for any contemplated initiatives, motivating management to take action to implement specific improvements.
This process enables an Owner/CEO to avoid a situation where at the 11th hour they realize that they’re accepting an amount for their business which is less than what they could have received by optimizing operations and reducing the business’s intrinsic risk before going to market.
Business Value Optimization
Our Deal Readiness® Methodology of an initial assessment, value creation, and risk mitigation positions businesses for sale. Our methodology is focused on improving how companies may appear to potential buyers. However, by optimizing companies' business processes, the efficiency of their operations is improved, resulting in increased profitability and business value, even if a business sale is a few years away. In the meantime, Owners will be much better prepared to respond to those unsolicited offers that appear out of nowhere!
The Return on Investment (ROI) in our Deal Readiness® Methodology is often in excess of 1,000% ...
which is 10 times the amount paid for our services.
Board of Advisors
A Board of Advisors (BOA) is composed of accomplished experts offering innovative advice and dynamic perspectives, providing non-binding strategic advice to the management of a company. The composition of the members of the Advisory Board may change periodically, depending upon the needs of the business.
The informal nature of an Advisory Board gives considerable flexibility in structure and management to address issues and growth options.
Exit Planning - Additional Client Educational Information - Webinars and Podcasts
Less than 20% of Companies that Go To Market Actually Sell - The Need for Business Sale Preparation - This 30-minute webinar reviews how PMI Advisors works in parallel with Wealth Advisors to help Business Owners move down the path of selling their companies.
Business Sale Preparation to Unlock Your Business-Owner Clients Wealth - This 60-minute webinar provides in-depth information on how we assist business owners in moving toward that all-important business sale liquidity event.
Business Sale Preparation - 10 Avoidable Mistakes - This 60-minute webinar provides valuable insight for business owners contemplating a sale in the coming years of ways to maximize their economic reward by avoiding common, but potentially costly mistakes.
The Nuts and Bolts of Selling Your Business - This 45-minute audio podcast produced by Trusted Counsel: In Process™ Podcast Series, provides insights and details for retiring business owners that are approaching the sunset of their business career years.
A successful exit requires the navigation of new and highly complex legal and financial territories, while simultaneously running and improving the business for maximization of its value. Our national presence and extensive experience allow us to help clients quickly develop an accurate assessment of and improve key performance issues, including relevant market benchmarks, cash flow drivers, and customer trends.
